Case Studies

Challenge

A global fixed-income manager needed an independent, on-the-ground view of a Latin American sovereign approaching a debt restructuring decision point.

Approach

Aurora assembled a small senior team combining macroeconomic, legal-restructuring, and political analysis. We turned the engagement around in four days, in time for the client's investment committee meeting, delivering a written framework, modeled creditor recovery scenarios, and a private briefing for the portfolio team.

Challenge

A multinational corporation with significant China exposure needed a clear, non-partisan read on US-China decoupling risk and what realistic scenarios meant for macroeconomic, political, and geopolitical risks over a 5-year horizon.

Approach

We delivered a bespoke report co-authored by our China and U.S. specialists, structured around Beijing's macroeconomic, political, and geopolitical trajectories.

Challenge

A U.S.-based, credit-focused fund wanted a continuous, conflict-free read on Federal Reserve policy and the US fiscal trajectory, with the ability to escalate to bespoke work around key events (FOMC meetings, debt-ceiling cycles, elections).

Approach

Aurora provides recurring written analysis and chartbooks, supplemented by regular call-down access to the Chief Economist around catalysts.

Challenge

The client needed on-the-ground advisory on public debt being litigated in the US.

Approach

Our team provided a specialized fusion of macroeconomic analysis and legal-procedural expertise to contextualize ongoing US-based litigation regarding Latin American public debt.